Assessments

Overview

With Assessments, you can gather data at the Agile Capability level for each team, system, and organization. The Assessment view allows authorized users of P2ANav to create new and manage existing assessments.

Key User Interface Elements

Assessments View

No Assessments in Progress

1. If there are no assessments in progress, you'll be able to use the "New Assessment" button in the upper right corner of the screen.
2. Click "New Assessment" to create an assessment for all levels of the company - organization, system, and team
3. Fill out the new assessment creation form:
   
   • Name: A short descriptive name
   • Date: Click to access a data selector
   • Create
4. You will then be guided to the Assessment Dashboard. 
   

Assessment in Progress

Only one assessment can be in progress at a time. 

A single assessment includes all levels of the company: Organization, System(s), and Team(s)

Users with appropriate permissions can manage details of an assessment in progress:

• Name and Date: Click on "Edit Name/Date"
• Delete Assessment: All data for all levels in the company for this assessment will be deleted. This cannot be undone.
• Publish Assessment: This assessment will be published for all levels: organization, System(s), and Team(s). The results will be published to the Map and Capabilities views, and will be used to update P2A index calculations on the Prioritization view.

Managing and Launching Assessments

Users can navigate to view polls by clicking the tab view that they want to see (ie Organization or Teams). 

Use the "toggle" to expand or collapse level children view

Each level has Interface elements that impact only that level. These elements are described below.

Launch an Assessment

If an assessment has not been started, clicking the "New" button next to a level opens the Agile Capability Assessment Setup Option for that layer

• Included Stages: Chose from Path to Agility stages
• Assessment Options
  • Live Poll - See Facilitating a Live Poll
  • Async Poll - See Facilitating an Async Poll
• Assign host: Available for Live Polls only. Optional. Enter the email address of another P2ANav user who will host the assessment. These users will be able to Pause and Re-start the poll. 
• Start: Starts the assessment for that level. For details see Facilitating a Live Agile Capability Assessment Poll 

Assessment Completion

During an assessment facilitation session,  the host can mark that level's assessment as complete. 

Assessment completion status can also be changed from the assessment view screen (provided at least one capability has been scored) using the "Mark Complete" button:

View Data

Clicking on "Go to Capabilities" will open the corresponding Capability Heatmap

Publishing Assessment

When your organization has finished assessing all of the capabilities you want to assess at each level, click "Publish " to mark the organization’s assessment complete.

Published assessments will then be selectable via the assessment filter drop for use on:

• Capabilities Heatmap
• Capability Prioritization
• Path to Agility Map